Short and medium-term consulting and leadership projects.
-Healthcare Management and Start-Up
-Finance and Operations
-Mergers and Strategic Acquisitions
-Organizational Development, Transformation and Turnaround
- Women and Girls
- Public Policy, Advocacy and Capacity Building
Planned Parenthood of Greater New York (Formerly) Planned Parenthood of New York City
An accredited affiliate of the Planned Parenthood Federation of America, providing comprehensive clinical services, education and training to patients and students through 28 primary and reproductive health care centers across New York State, including the five Boroughs of New York City, and acting as the leading advocate for sexual and reproductive health and rights in New York City and New York State.
Planned Parenthood Great Plains (Formerly) Planned Parenthood of Kansas and Mid-Missouri
An accredited affiliate of the Planned Parenthood Federation of America, providing comprehensive clinical services, education and training to patients and students through 12 health centers in Arkansas, Kansas, Missouri, and Oklahoma, and acting as the leading advocate for sexual and reproductive health and rights in Arkansas, Kansas, Missouri, and Oklahoma.
Acted as the President’s second-in-command to provide leadership and vision for the Center and direction to organization-wide strategic and annual planning, priority-setting and decision-making, in order to promote the success of all programs and the interdepartmental coordination of cross-institutional initiatives.
Established and directed the organization-wide long-term strategic planning process every five years, working in consultation with the President, the Board of Directors, Department Directors and staff. Completed a year-long planning process for the 2012-2017 Strategic Plan.
Managed the design and implementation of a Monitoring and Evaluation Plan to measure organization-wide program impact and report annually to the Board.
Developed and managed multi-year/annual budgets and program implementation plans to support Strategic Plan priorities.
Managed all internal operations for the Center, which in 2014 had a budget of $22M, 6 offices, and a staff of more than 120; this included development, communications, finance, human resources, administration and information technology, as well as the Center’s growth through strategic and annual planning.
Managed a Finance, Administration, and IT staff of 18, a Development Staff of 10, and a Communications staff of 14, as well as maintained dotted-line managerial responsibility for three Program Directors and their teams.
Managed and staffed the Governance and Finance/Audit Committees of the Board of Directors.
Partnered with the President/CEO and Chair of the Governance Committee to recruit new Board members
Bank of America, Global, Corporate & Investment Bank
Undertook periodic and annual credit reviews on a portfolio of more than 50 hedge fund managers, with a totalof more than 250 underlying funds.
Negotiated trading terms under an ISDA/CSA, MRA/GMRA, MSFTA and Give-Up Agreements.
Approved and provided initial margin on derivatives trades for all hedge funds in my portfolio, including repo, credit default swaps on a broad spectrum of underlying assets, interest rate swaps/swaptions and equity swaps.
Opened FSVC’s first office in Asia and served as Chief of Party on a USAID-funded financial sector technical assistance program.
Secured funding for FSVC programs in Asia from U.S. bilateral and multilateral donor agencies and Indonesian commercial banks totaling $3 million.
Researched and developed technical assistance projects for Indonesian counterparts, including Bank Indonesia,the Indonesian Bank Restructuring Agency, the Indonesian Supreme Audit Agency, the Ministry of Finance, the Jakarta Stock Exchange and Bank Mandiri.
Built business relationships with partners across the Indonesian financial sector and implemented 15 – 20 in-country projects annually, including recruiting volunteer experts from financial institutions around the world and liaising with local media outlets on project outcomes.
Liaised with Indonesian financial sector clients, the U.S. Embassy, USAID, the International Monetary Fund, the World Bank and other donors to coordinate technical assistance efforts and ensure complementary programs and maximum impact for Indonesian clients.
Secured funding for and managed discrete financial technical assistance projects in Thailand, the Philippines and India.
Managed a $5 million annual budget, comprised of funding from the U.S. Agency for International Development (USAID), the World Bank, private foundations and corporations; responsibilities included preparing and negotiating all budgets, overseeing the annual financial and A-133 audits, preparing monthly financial reports for the Board, and approving all project and administrative expenses at headquarters and in seven field offices.
Oversaw all administrative matters, such as employee benefits, facility management and registration of all overseas offices.
Supervised FSVC’s financial, administrative and IT staff.
Initiated organization-wide IT improvements, including installation of a LAN, upgrade to a relational database (Access) and the development of a website.
Negotiated grant terms and oversaw the organization’s compliance with funder requirements.
Negotiated a NICRA (Negotiated Indirect Cost Rate Agreement) with USAID for all FSVC grants and cooperative agreements.